Position in BAC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$207,977
-$3,993 QoQ
Shares Held
3,650
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,243
of 3,589 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Buck Wealth Strategies, LLC holds $20,643,910 across 12 Banks - Diversified names. BAC ranks #3 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
59,289 | $19,407,068 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
11,037 | $912,097 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
3,650 | $207,977 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
557 | $80,547 | |
| 5 | C |
Citigroup Inc
|
157 | $21,973 | |
| 6 | BCS |
Barclays PLC
|
221 | $5,936 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
38 | $4,370 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
15 | $1,426 |
All Filings in BAC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,977 | 3,650 | Shares | Sole | 2026-07-30 | |
| 2025-12-31 | $211,970 | 3,854 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $204,090 | 3,956 | Shares | Sole | 2025-11-04 | |
| 2023-09-30 | $8,214 | 300 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $8,578 | 299 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $8,551 | 299 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||